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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,416 | $167,533-44.2% | $151,645-38.4% | $134,545-30.6% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -33.15% | 7.81%-41.0pp | 3.34%-36.5pp | 418.37%-451.5pp |
| Employer contribution / active EE | $4,607 | $6,828-32.5% | $6,165-25.3% | $4,742-2.8% |
| Participant deferral / active EE | $24,258 | $8,985+170.0% | $8,363+190.1% | $6,401+279.0% |
| Admin fee / account holder | $20,859 | $13,781+51.4% | $11,614+79.6% | $11,431+82.5% |